Windows

Discussion List

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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 14 views 0 comments 2 points Most recent by ChicagoGuy October 2025Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 768 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Express Web Connect + hanging up during account connection

  Closed wwallyz 63 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 116 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 311 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 256 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 45 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  How to compare an account from 2 backup?

  Closed mikek753b 136 views 7 comments 0 points Most recent by Randyg October 2025File Conversion and Backup (Windows)
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  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 397 views 12 comments 0 points Most recent by bcsteves October 2025Errors and Troubleshooting (Windows)
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  Reconnecting Billers requires you to agree to have bills no longer sent in the mail

  Closed Walford 147 views 4 comments 1 point Most recent by sunset733 October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Bill Reminder Issue with Split Categories

  Closed Gringgo 605 views 27 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 25 views 1 comment 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 178 views 4 comments 17 points Most recent by budsloan October 2025Investments
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 34 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
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  USAA Checking will not connect

  Closed jschumann888 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 73 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Chase bills missing

  Answered Closed dianal10 53 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Balance errors created by reconciling a transaction

  Closed bbuckley 90 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Fidelity HSA Missing Transactions

  Closed System 24 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Error in Intervals on Net worth report

  Closed jsnider47 81 views 7 comments 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  Erroneous input into 401K account in Tax Planner

  Closed Ben12 34 views 2 comments 0 points Most recent by Quicken Anja October 2025Budgeting and Planning Tools (Windows)
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  Bill and Income Reminders status as Skipped

  Closed ksm 54 views 6 comments 0 points Most recent by ksm October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 2.1K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Franklin Templeton Investment download failure

  Answered Closed joecomm 757 views 22 comments 0 points Most recent by Dennis@1 October 2025Errors and Troubleshooting (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 54 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  I validated and made copy of my Q file to correct broken downloads but now what do I do

  Closed RET 35 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  How to manage old accounts? What to delete and how?

  Closed mikek753b 33 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)